Find financial advisors in San Rafael

At Lifeguard Wealth, we focus on YOU: planning the broad views and deep details that shape your financial interests, managing life's inevitable ebbs and flows, protecting your wellspring of wealth. As your Financial Lifeguard, we've got your back. Our practiced training, first-responder mindset, and fee-only, fiduciary relationship enhance your ability

As an independent financial advisor our sole focus is providing professional investment advice. We offer asset-based fees or hourly consulting. By minimizing costs and taxes to maximize return and minimize uncompensated risk we are committed to providing value that exceeds our fee. We believe that individual investors deserve the same thoughtful and